1Y
+4.83%
3Y
+8.70%
5Y
+7.30%
Since Inception
+7.90%
Sharpe
0.15
Sortino
0.21
Max Drawdown
-9.76%
Volatility
4.29%
Alpha
+1.19%
Beta
0.58
Info Ratio
0.37
Up / Down Capture
83 / 28
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)0.52%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#5 of 23
Top 22%
3Y CAGR
#15 of 21
Top 71%
5Y CAGR
#15 of 18
Top 83%
Sharpe
#20 of 23
Top 87%